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09 Loop Drawings
09 Loop Drawings
The Loop Drawings module allows you to generate loop drawings using any of the following: INtools Smart Plant Report Generator An external CAD engine (SmartSketch, AutoCAD, or MicroStation) INtools SmartLoop
To start the Loop Drawings module, do one of the following: On the main toolbar, click .
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3. In the Find Loop dialog box, click Find again to display the available loops in the Search results data window.
4. When holding down Ctrl, select loops 101-F-100, 101-F-102 and 101-F-201, and then click OK. The Loop Manager displays the following loops.
INtools Tutorial 6.0 Loop Drawings Set the Loop Generation Type
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You can mark each loop with an indication of the method of loop drawing generation you intend to use: the SmartPlant Report Generator, a CAD application, the SmartLoop generator or where you do not want to use either of these methods and you construct the loop drawing manually. It is also possible to clear the buffer and not to use any generation symbol at all. For the CAD and Manual options, the setting is an indication only, and does not place any restriction on the actual method you will use to generate a particular loop drawing. For the Enhanced SmartLoop and SmartLoop options, the sub-menu option that you select affects the layout of the drawing. 1. In the Loop Manager, select and then right-click loop 101-F-100. 2. On the shortcut menu, point to Apply Generation Method, point to Enhanced SmartLoop, and click Per Loop. The symbol E appears to the left of the loop icon for loop 101-F-100. 3. Now select and then right-click loop 101-F-102. 4. On the shortcut menu, point to Apply Generation Method, point to Enhanced SmartLoop, and click Per Signal. The symbol ES appears to the left of the loop icon for loop 101-F-102. 5. Now select and then right-click loop 101-F-201. 6. On the shortcut menu, point to Apply Generation Method and click CAD. The symbol C appears to the left of the loop icon for loop 101-F-201. The Loop Manager appears as shown:
7. Retrieve other loops and indicate the generation type for those loops. (You can apply the same indication to several loops by holding down Shift or Ctrl while selecting the required loops in the Loop Manager and then selecting the appropriate generation type.)
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5. On the Main toolbar, click the Zoom In command drawing to display more details.
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4. Change the generation method for loop 101-F-100 back to Per Loop.
Task 4: Modifying an Enhanced SmartLoop Drawing by Changing Data Directly from the SmartPlant Report Generator
Modify Properties of Entities from the SmartPlant Report Generator
1. In the INtools SmartPlant Report Generator, select the upper wire that is connected to the device panel for tag 101-FT-100, as shown.
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4. Click OK to return to the Enhanced SmartLoop report. Note that the value is not updated. 5. Now position the cursor over cable C-101-FT -100 and repeat steps 1-3 to change the cable name to DEMO CABLE. 6. To update the modified data values, on the Actions toolbar, click Refresh .
The SmartPlant Report Generator regenerates the loop drawing with the updated data values.
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3. On the Documents window that opens in INtools, click Specification to open the flow transmitter specification sheet. 4. Click 5. Click to print out the specification sheet if needed. to close the specification sheet.
6. In the Connection window, select cable 101-FT-100 (on the left side of the terminal strip) and drag it to terminal 5+ (the screen scrolls automatically if you drag the cable to the lower edge of the screen).
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8. Click Connect to make the connection. The cable moves to its new position (with wires on terminals 5+, 5-, and 5SH) as shown:
9. Select Pr5 (Pair 5) on the right side of the terminal strip and on the toolbar, click . Disconnect 10. Select Pr1 (Pair 1) of the multi-cable on the right side of the terminal strip and drag it to the right side of terminal 5+. 11. In the Cable Connection Definition dialog box that opens, accept the default settings, and click Connect to make the connection.
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13. Close the Connection window and return to the SmartPlant Report Generator. 14. On the Actions toolbar, click Refresh connections: to refresh the report and display the new
Tip
If the data fails to update, close and reopen the SmartPlant Report Generator.
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Task 5: Modifying the Appearance of a SmartLoop Drawing by Changing the SmartPlant Report Layout Properties
When you generate an Enhanced SmartLoop report, INtools automatically calculates the optimal layout based on the number of points in the loop and the selected template size. If the loop changes, by the addition or deletion of elements, the page layout changes accordingly. In this task, you will configure some aspects of the appearance of the report manually by changing the values of some of the report layout properties.
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6. Click Assign to assign the Template A4 Wide layout to loop 101-F-100. 7. Generate the report for loop 101-F-100. The report should appear as shown:
INtools Tutorial 6.0 Loop Drawings Change the Title Block Location
1. In the Loop Manager, select and then right-click loop 101-F-100. 2. On the shortcut menu, click SmartPlant Report Layouts. 3. Select layout Template A4 Wide and click Properties. 4. In the Layout Properties dialog box, click the Title Block tab and in the Vertical list, select Top. The dialog box should appear as shown:
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5. Click OK to save the settings and return to the SmartPlant Report Layouts dialog box. 6. Click OK to close the SmartPlant Report Layouts dialog box and at the prompt to save the changes, click Yes. 7. Generate the report for loop 101-F-100.
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Note
The software calculates the title block location from the origin of the title block symbol file, which is at the bottom left corner for shipped title blocks. In this example, the layout defines the title block location at the top left of the report, thus the title block is positioned as shown. In the following exercise, you will adjust the position of the title block by redefining the working area margins of the report.
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5. Click OK to save the settings and return to the SmartPlant Report Layouts dialog box. 6. Click OK to close the SmartPlant Report Layouts dialog box and at the prompt to save the changes, click Yes. 7. Generate the report for loop 101-F-100.
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Note
The software starts drawing 1.7 inches from the top of the drawing sheet, as specified by the layout, and that this displacement includes the title block.
Change the Relative Position of the Drawing Area to the Title Block
You are now going to specify a larger template area for the report and modify the position of the drawing area so that it is to the right of the title block. 1. In the Loop Manager, select and then right-click loop 101-F-100. 2. On the shortcut menu, click SmartPlant Report Layouts. 3. Select layout Template A4 Wide and click Duplicate. 4. In the Layout Properties dialog box, on the General tab, change the following values: a) In the Layout box, type Template B Wide. b) In the Description box, type a meaningful description for the layout. c) Beside Template file name and path, click Browse, navigate to the location <INtools home folder>\RAD\Template\ and select the file Bwide.sma.
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6. Click OK to save the settings and return to the SmartPlant Report Layouts dialog box. 7. Click Assign to assign the Template B Wide layout to loop 101-F-100. 8. Click OK to close the SmartPlant Report Layouts dialog box and at the prompt to save the changes, click Yes. 9. Generate the report for loop 101-F-100.
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Note
The software calculates the start of the drawing from the right edge of the title block symbol. For this reason, the drawing items are pushed off to the right of the drawing area.
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4. Return to the Loop Manager and select loops 101-F-100 and 101-F-102. 5. On the Tables menu, click SmartPlant Report Layouts. 6. At the prompt informing you that the highlighted layout is the one assigned to the first loop in the selection, click OK. 7. In the SmartPlant Report Layouts dialog box, select the layout Template A4 Wide and click Assign. 8. Click OK to close the SmartPlant Report Layouts dialog box. Note
If you select loop 101-F-102 and open the SmartPlant Report Layouts dialog box, you can see that the layout Template A4 Wide is now assigned to this loop.
9. In the Loop Manager, select loops 101-F-100 and 101-F-102, and on the shortcut menu, click Generate Loop Drawings to generate the reports for both loops. 10. In the SmartPlant Report Generator, view each report as required by selecting from the Window menu.
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Loop 101-F-102:
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Include a Watermark
1. In the SmartPlant Report Generator, display the report for loop 101-F-102. 2. On the Actions toolbar, click New SmartText .
3. In the SmartText Properties dialog box, on the General tab, enter the following information: a) In the Caption field, type Watermark as SmartText. b) Under Watermark, select the Set as watermark check box. 4. Click the Text tab and enter the following information: a) Click Font to open the Font dialog box. b) In the Font style field, select Bold. c) In the Size field, select 72. d) In the Color field, select Silver. 5. Click OK to return to the SmartText Properties dialog box. 6. Under Alignment, for both Vertical and Horizontal fields, select Center. 7. In the Rotation field, type 30 (degrees). The dialog box tab should appear as shown:
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10. Click
to select the watermark and drag it on the drawing sheet as you require. Note
Where the watermark and drawing elements overlap, the watermark always appears underneath the drawing elements.
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Note
The Save to Database command ensures that whenever you generate the report for the loop, it appears with the watermark and any other annotations that you have added.
Add Redlining
In this objective, you will mark the wires on the loop and add a note to show that the wire colors should be switched. 1. Generate the report for loop 101-F-102. 2. On the Main toolbar, click the Zoom Area command and drag the zoom area over the field device and adjacent connector on the drawing to display more details.
3. On the Draw toolbar, click , move the cross-hair cursor in the drawing area to the position where you want to place the center of the circle, and click the cursor once at that position. 4. Release the mouse button and drag the mouse until the circle is of the desired size, then click to place the circle.
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5. Position and size the circle as follows: a) Click and then click anywhere on the circumference of the circle.
b) Select the handle at the center of the circle and drag to move the circle. c) Select the handle at the edge of the circle and drag to resize the circle. By following the above steps, try to position and size the circle approximately as shown:
6. Now you will draw a line next to the circle as follows: a) Click to start the drawing line mode and move the cursor to the drawing area.
b) Click once below and to the right of the circle about two inches away to define the start of the line. c) Click again at the lower edge of the circle to define the end of the line.
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7. Finally you will add some text underneath the line as follows: a) On the Actions toolbar, click New SmartText .
b) In the SmartText Properties dialog box, in the Caption field, type Swap terminals. c) Click the Text tab and click Font to open the Font dialog box. d) In the Size field, select 10. e) Click OK to return to the SmartText Properties dialog box. f) Under Alignment, for both Vertical and Horizontal fields, select Center.
g) Accept the remaining values and click OK to close the SmartText Properties dialog box and return to the drawing sheet. h) Click the cross-hair cursor at the lower right end of the line you drew.
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3. In the Attach Redlining dialog box, click For all drawings assigned to the current layout.
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6. Close the SmartPlant Report Generator and regenerate the reports for loops 101-F-100 and 101-F-102. Note
The redlining items (circle and line) should appear in both reports; however, the software saves SmartText per loop only. To save text at the layout level, you must add it as a macro caption.
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7. Close the SmartPlant Report Generator and regenerate the reports for loops 101-F-100 and 101-F-102.
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Loop 101-F-100:
This completes the set of objectives for INtools Enhanced SmartLoop Reports.
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AutoCAD File
LOGO_DEM.DWG BORD_DEF.DWG FE_ORIF.DWG CV.DWG AI.DWG AO.DWG
MicroStation File
LOGOIG.CEL BORDER.CEL FE_ORI.CEL CV.CEL AI.CEL AO.CEL
Please note that the purpose of this tutorial is not to instruct you how to define blocks or cells but rather to demonstrate how to operate the Loop Drawings module. At this stage, we have provided the necessary blocks to use in this tutorial.
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5. Use the SmartSketch settings below as a guide for entering the preferences for your CAD application:
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4. Click OK. When done, the Block Type dialog box appears as follows.
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2. In the Blocks dialog box, from the Block type list, select INSTRUMENTS. 3. Click New . 4. In the Block Properties dialog box, enter data as shown. If you need to search for the appropriate file, click Browse.
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6. Repeat steps 3 5 to add more blocks to the INSTRUMENTS block type as shown in the following table: SmartSketch File
FE_ORIF.SYM CV.SYM AI.SYM AO.SYM
Block Name Orifice Plate Control Valve Analog Input Analog Output
2. In the Block Instrument Type Assignment dialog box, scroll down the list of instrument types and select FE D/P TYPE FLOW ELEMENT as shown:
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Note
This selection will only create associations with those instruments of type FE which are described as D/P TYPE FLOW ELEMENT, and not with other FE descriptions.
3. Click Assign. 4. In the Assign Block To Instrument Type dialog box, from the Block type list, select INSTRUMENTS, and then in the data window select Orifice Plate.
5. Click OK to assign this block to the FE D/P TYPE FLOW ELEMENT instrument type. The Block Instrument Type Assignment dialog box should appear as shown:
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2. In the Blocks dialog box, from the Block type list, select BORDER. 3. Click New . 4. In the Block Properties dialog box, name the block Demo Border. 5. Beside File name, click Browse and navigate to file BORD_DEF.SYM. 6. Click View to view the block in SmartSketch. 7. Click OK to close the Block Properties dialog box. 8. Click OK to close the Blocks dialog box.
2. From the Block type list, select LOGO. 3. Click New . 4. In the Block Properties dialog box, name the block Demo Logo.
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Unless you redefine the default border, the border you select in this dialog box will be used from now on for all the loop drawings you generate.
3. Click References to view the drawing reference used. Note that the P&ID drawing reference appears automatically.
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6. Click OK to close the dialog box and return to the Document Reference dialog box:
Edit Approvals
1. In the Loop Drawing List dialog box, click Approvals. 2. In the Approvals dialog box, type data as shown:
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Edit Revisions
1. Open the Loop Drawing List dialog box for loop F-100 and click Revisions. 2. In the Revisions dialog box, add a revision as follows: a) Select Revision method 0, 1, 2 and click New . b) Enter data as shown:
3. Click OK to close the Revisions dialog box. 4. Repeat steps 1-3 for loop 101-F-102.
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2. Navigate to the instrument tag macros as follows: a) In the Macro group list, select INSTRUMENT. b) In the Macro type list, select INSTRUMENT. c) In the Macro attribute list, select NAME. 3. In the Macro definitions data window, observe the macro names and description of each macro to learn what they mean. 4. Browse through other macros to see how they are organized and what the macro names mean. 5. Click Close to close the Macro Definitions dialog box. 6. In the Loop Manager, expand loop 101-F-100 by double-clicking its icon. 7. Select tag 101-FT-100 and click .
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Note
Wiring macros include group level and wire sequence identifiers. For a fuller explanation of macros, see the INtools Users Guide, Loop Drawings Module, INtools Macros.
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3. Do the following: a) In the Macro function field, type S11. b) In the Abbreviation field, type S11. c) In the Description field, type First character from first position. 4. Click Insert to open the Standard Macro Functions dialog box. 5. Select the following standard function:
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8. Click OK. 9. Repeat steps 2 8 to add another user-defined function S13, making the following definitions in the User-Defined Function Properties dialog box: a) In the Name field, type S13. b) In the Abbreviation field, type S13. c) In the Description field, type First three characters. d) After selecting a standard function, define the parameters as follows: i) ii) Start position = 1. Length = 3.
10. When done, click Close to close the dialog box. For further details of how to use these functions in your drawing macros, see the INtools Users Guide, Loop Drawings Module, Creating User-Defined Macro Functions.
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The block is displayed in green, indicating that it was associated with the tag through the instrument type. 3. Click to display the drawing associated with the block.
4. Expand all the loop tags and observe the associated blocks. Note
The view obtained is in accordance with the hierarchy level selected. If you select a loop, the software displays all the drawing blocks for that loop. If you select a tag number, the software displays the blocks attached to that tag number; selection of a block displays that block only. When viewing drawing blocks before generation, the software displays the blocks with macros only.
5. Now select loop 101-F-100 in the Loop Manager and click attached to the loop.
INtools Tutorial 6.0 Loop Drawings Associate Blocks with Tag Numbers Manually
The block assignments made by the initialization process were created automatically. You can achieve the same goal by associating blocks with tag numbers manually. 1. Double-click loop 101-F-100 in the Loop Manager to display the tag numbers. 2. Double-click tag 101-FT-100 to display its associated block.
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3. Select the Analog Input block and click 4. Click Yes when prompted. 5. Select tag 101-FT-100 and click .
6. In the Associate Block with Tag Number dialog box, select block Analog Input as shown:
7. Click OK.
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8. Right-click the Analog Input block attached to tag 101-FT-100, and on the shortcut menu, click View in CAD Application to display the block drawing in your CAD application. Ensure that the wiring macros show the correct group level and sequence for the wires.
Change the Block Association Method from Block Instrument Assignment to Manual Association
1. In the Loop Manager, double-click tag 101-FE-100 to display the associated block. The block is displayed in green because you associated this block with the tag number using the block-instrument type assignment.
2. Click
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4. Select data as follows, including the appropriate file format. (In this example, the chosen file format is for SmartSketch; if you select a different CAD application, the dialog box appearance may vary slightly from what is shown.)
5. Click OK to generate the loop drawing. 6. Inspect the results and verify that the loop drawing output reflects the wiring data as you executed through the session on the Wiring module.
INtools Tutorial 6.0 Loop Drawings Add a New Revision to a Loop Drawing and Generate the Loop
1. Select loop 101-F-100 in the Loop Manager, and on the Actions menu click Loop Drawing List. 2. Click Revisions and add a new a revision for the loop. 3. Regenerate the loop and view the new data in the loop drawing.
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The following screen captures show how the loop drawing for loop 101-F-100 appears before and after generation. Note how the macros are replaced by INtools data after the generation. Loop Drawing with Macros before Generation
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